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Financial Consultant Financial Advisor

Private Client Advisor - Wealth Planning & Digital Solutions

Job in Laredo, Webb County, Texas, 78045, USA
Listing for: J.P. Morgan
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading global financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients in Laredo, Texas. The role focuses on building relationships and delivering personalized investment solutions while ensuring clients understand their investments. Candidates should have a minimum of 2 years in financial services, alongside essential licenses like Series 7 and Series 66.

A Bachelor's degree and CFP certification are preferred. This position values integrity, relationship management, and client education.
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